PETERSON WEALTH ADVISORS, LLC – First Trust Value Line Dividend Index Fund Transaction History
PETERSON WEALTH ADVISORS, LLC portfolio value:
$266,000
portfolio value
PETERSON WEALTH ADVISORS, LLC quarter portfolio value change:
-7.78%
quarter
First Trust Value Line Dividend Index Fund 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -23K | $35.79 | 7.44K | |
| Q2 2022 | share | 0.00% | 0 shares | -26K | $38.81 | 7.44K | |
| Q1 2022 | share | 0.00% | 0 shares | -5K | $42.3 | 7.44K | |
| Q4 2021 | share | 0.00% | 0 shares | 28K | $42.93 | 7.44K | |
| Q3 2021 | share | 0.00% | 0 shares | -4K | $39.2 | 7.44K | |
| Q2 2021 | share | 0.00% | 0 shares | 13K | $39.61 | 7.44K | |
| Q1 2021 | share | 0.00% | 0 shares | 22K | $37.65 | 7.44K | |
| Q4 2020 | share | 0.00% | 0 shares | 27K | $34.6 | 7.44K | |
| Q3 2020 | share | Decrease | -28.68% | -2.99K shares | -82K | $30.85 | 7.44K |
| Q2 2020 | share | Increase | +0.73% | 76 shares | 29K | $29.56 | 10.43K |
| Q1 2020 | share | Increase | 0.00% | 10.35K shares | 287K | $26.79 | 10.35K |
| Q2 2018 | share | Decrease | -100.00% | -24.67K shares | -737K | $28.12 | 0 |
| Q1 2018 | share | Decrease | -10.52% | -2.90K shares | -114K | $27.58 | 24.67K |
| Q4 2017 | share | Increase | 0.00% | 27.57K shares | 851K | $28.35 | 27.57K |